131
131
Feb 9, 2013
02/13
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CNBC
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you need to invest in r & d and technology. spinning out has allowed to us do that. >> now, there is an uneven way that you made your quarter in that we saw some core prep growth lower than historical but terrific ticks up in procedural segments. is this a lumpy thing that will be smoothed over overtime or will the next quarter be a very tough comparison? >> we had a really good quarter that was bit on the successes overs last couple years. core prep was growing in the mid single digits. where you saw was across all of procedure solutions we saw an uptick after a very challenging year that we were reorganizing and reshaping that side of of the business. weep saw great strength in the infusion business and we saw a little bit of a slow down in our dispensing business but it was for the right reasons. it's because we're in the saddle in between the introduction of a new and leap frogging type of technology into the dispensing market so some of our customers have decided to lease from us for a while before upgrading to the new tec
you need to invest in r & d and technology. spinning out has allowed to us do that. >> now, there is an uneven way that you made your quarter in that we saw some core prep growth lower than historical but terrific ticks up in procedural segments. is this a lumpy thing that will be smoothed over overtime or will the next quarter be a very tough comparison? >> we had a really good quarter that was bit on the successes overs last couple years. core prep was growing in the mid...
78
78
Feb 5, 2013
02/13
by
CNBC
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eye 78
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sector analysis is particularly important in technology, because people confuse this gigantic group of stocks which comprises more than 50% of the s&p 500 constantly. tech is actually an agglomeration of a whole group of sectors. semiconductors, disk drive, personal computers, large scale enterprise hardware makers, cell phones, tech, telecommunications tech, assemblers. each has a separate growth rate and i like to look at the growth rates of the companies i follow versus the individual slices of the sectors. because the sector growth rate doesn't work even though people keep trying to use it. cloud stocks are highly valued, meaning their price to earnings to growth rates are extreme. that means no room for error or hair as we call it, meaning something's wrong. salesforce reported a magnificent quarter. but the guidance for the billings was lighter than i was hoping. the stock immediately got pancaked and stayed ugly for a why? because it underperformed its portion of the technology sector even as its growth rate would have been outstanding for a personal computer related stock or a
sector analysis is particularly important in technology, because people confuse this gigantic group of stocks which comprises more than 50% of the s&p 500 constantly. tech is actually an agglomeration of a whole group of sectors. semiconductors, disk drive, personal computers, large scale enterprise hardware makers, cell phones, tech, telecommunications tech, assemblers. each has a separate growth rate and i like to look at the growth rates of the companies i follow versus the individual...
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118
Feb 7, 2013
02/13
by
CNBC
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eye 118
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you know, toy technology company. i don't need that. entertainment. there's so many good technology companies. you know what i would buy over that one? how about apple. down on its luck. and that, ladies and gentlemen, is the conclusion of the "lightning round." >>> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up, with more than 30 years of experience, you've got the markets brightest mind at your disposal. so what are you waiting for? e-mail or tweet your most pressing questions around stay tuned to see if they get answered on the air. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. >>> jim cramer looking out for you. >> thank you, sir, for helping us average joes. >> thank you for all you door to the small investors. >> thank you for sharing your knowledge with the every ma
you know, toy technology company. i don't need that. entertainment. there's so many good technology companies. you know what i would buy over that one? how about apple. down on its luck. and that, ladies and gentlemen, is the conclusion of the "lightning round." >>> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up, with more than 30 years of experience, you've got the markets brightest mind at your disposal. so what are you waiting for?...
128
128
Feb 8, 2013
02/13
by
CNBC
tv
eye 128
favorite 0
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you know, toy technology company. i don't need that. entertainment. there's so many good technology companies. you know what i would buy over that one? how about apple. down on its luck. and that, ladies and gentlemen, is the conclusion of the "lightning round." >>> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up, with more than 30 years of experience, you've got the market's brightest mind at your disposal. so what are you waiting for? e-mail or tweet your most pressing questions. stay tuned to see if they get answered on the air. [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ from td ameritrade. we replaced people with a machine.r, what? customers didn't like it. so why do banks do it? hello? hello?! if your bank doesn't let you talk to a real person 24/7, you need an ally. hello? ally bank. your money needs an ally. no they don't. hey s
you know, toy technology company. i don't need that. entertainment. there's so many good technology companies. you know what i would buy over that one? how about apple. down on its luck. and that, ladies and gentlemen, is the conclusion of the "lightning round." >>> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up, with more than 30 years of experience, you've got the market's brightest mind at your disposal. so what are you waiting for?...
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64
Feb 8, 2013
02/13
by
WBAL
tv
eye 64
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you know, toy technology company. i don't need that. entertainment. there's so many good technology companies. you know what i would buy over that one? how about apple. down on its luck. and that, ladies and gentlemen, is the conclusion of the "lightning round." >>> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up, with more than 30 years of experience, you've got the market's brightest mind at your disposal. so what are you waiting for? e-mail or tweet your most pressing questions. stay tuned to see if they get answered on the air. i played a round of golf.id in the last five hours? then i read a book while teaching myself how to play guitar; ran ten miles while knitting myself a sweater; jumped out of a plane. finally, i became a ping pong master while recording my debut album. how you ask? with 5-hour energy. i get hours of energy now -- no crash later. wait to see the next five hours. diarrhea, gas, bloating? yes! one phillips' colon health probiotic cap each day helps defend against these digestive issues... with three strains
you know, toy technology company. i don't need that. entertainment. there's so many good technology companies. you know what i would buy over that one? how about apple. down on its luck. and that, ladies and gentlemen, is the conclusion of the "lightning round." >>> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up, with more than 30 years of experience, you've got the market's brightest mind at your disposal. so what are you waiting for?...
145
145
Feb 6, 2013
02/13
by
CNBC
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eye 145
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. >> caller: jim, i have a question about cognizant technology. >> oh, i like that. and i like it a lot, but you know what? i saw an opportunity today, bill mcdermott's s.a.p. he's co-ceo, down from 83.60 to 80. pull the trigger, buy some s.a.p. let's go to bob in nebraska. bob? >> caller: jim, big red boo-yah to ya. >> nice. >> caller: i'm wondering about your position on lockheed martin. >> i like lockheed martin. i almost called him my friend, this show is not about friends, dave cote, my neighbor, did say earlier today the honeywell ceo would rather see automatic u.s. spending cuts than nothing that would hurt lockheed martin. i do like the stock. let's go to richard in iowa. richard? >> caller: yeah. >> go ahead, richard. >> caller: how are you doing today? >> couldn't be better. how about you? >> caller: oh, just fine. i'd like to know a little bit more about zoetis. we like pfizer, we like zoetis. by the way, let me throw in i like boise cascade, saw those guys this morning. hard-working people. let's go to gary in new york. gary? >> caller: what up, jim, send
. >> caller: jim, i have a question about cognizant technology. >> oh, i like that. and i like it a lot, but you know what? i saw an opportunity today, bill mcdermott's s.a.p. he's co-ceo, down from 83.60 to 80. pull the trigger, buy some s.a.p. let's go to bob in nebraska. bob? >> caller: jim, big red boo-yah to ya. >> nice. >> caller: i'm wondering about your position on lockheed martin. >> i like lockheed martin. i almost called him my friend, this show is...
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234
Feb 6, 2013
02/13
by
CNBC
tv
eye 234
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you don't have to bet with the fangs of technology. you shouldn't bet against them. there is a good chance that you might get bitten! >>> coming up, full power. eaton corporation is trading near 52-week highs after reporting quarterly results. cramer plugs you into the future of this industrial giant to find out if it is charging ahead or running low on juice. don't miss the exclusive with the ceo. >> allergan catapulted in 2013, botox smoothed out any wrinkles. could new application send shares higher? find out when cramer talks to the ceo, just ahead. coming up on "mad money" ♪ let's go. ♪ ♪ ♪ [ male announcer ] introducing the all-new cadillac xts... another big night on the town, eh? ...and the return of life lived large. ♪ why not talk to someone who owns an adjustable version of the most highly recommended bed in america? ask me about my tempur advanced ergo. goes up. goes up. ask me what it's like to get a massage anytime you want. goes down. goes down. [ male announcer ] tempur-pedic brand owners are more satisfied than owners of any traditional mat
you don't have to bet with the fangs of technology. you shouldn't bet against them. there is a good chance that you might get bitten! >>> coming up, full power. eaton corporation is trading near 52-week highs after reporting quarterly results. cramer plugs you into the future of this industrial giant to find out if it is charging ahead or running low on juice. don't miss the exclusive with the ceo. >> allergan catapulted in 2013, botox smoothed out any wrinkles. could new...
72
72
Feb 6, 2013
02/13
by
WBAL
tv
eye 72
favorite 0
quote 0
you don't have to bet with the fangs of technology. you shouldn't bet against them. there is a good chance that you might get bitten! >>> coming up, full power. eaton corporation is trading near 52-week highs after reporting quarterly results. cramer plugs you into the future of this industrial giant to find out if it is charging ahead or running low on juice. don't miss the exclusive with the ceo. >> allergan catapulted in 2013, botox smoothed out any wrinkles. could new application send shares higher? find out when cramer talks to the ceo, just ahead. coming up on "mad money" i've been coloring liz's hair for years. but lately she's been coming in with less gray than usual. what's she up to? the new root touch-up by nice'n easy has the most shade choices, designed to match even salon color in just 10 minutes. with the new root touch-up, all they see is you. but i'm still stubbed up. [ male announcer ] truth is, nyquil doesn't unstuff your nose. what? [ male announcer ] alka-seltzer plus liquid gels speeds relief to your worst cold symptoms plus has a decongestant f
you don't have to bet with the fangs of technology. you shouldn't bet against them. there is a good chance that you might get bitten! >>> coming up, full power. eaton corporation is trading near 52-week highs after reporting quarterly results. cramer plugs you into the future of this industrial giant to find out if it is charging ahead or running low on juice. don't miss the exclusive with the ceo. >> allergan catapulted in 2013, botox smoothed out any wrinkles. could new...
135
135
Feb 1, 2013
02/13
by
CNBC
tv
eye 135
favorite 0
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technology. so they want to connect with that fan on the mobile device. when you come in with your ticket, they know who you are. they can upsell and cross-sell you but also keep you loyal. it's your birthday, you get a free ice cream cone, your favorite player's kaepernick, you get a discount on the shirt. when you leave the game, somebody gives you a video message and says thanks for coming, jim. they've got the fan happy and loyal. what happens to san francisco? >> and they want them to win. don't forget. i'm an eagle season ticketholder. i get nothing. >> they have a visionary owner in jed york. he knows how to run an organization. so the team is going to be a best-run business all the way from scouting and player development to the fan experience. now let's go a step further. >> okay. >> you've got the nfl. the league is also running s.a.p. so we can do fantasy football and pick your favorite players and so forth. so this is an end-to-end sports and media solution using big data, best breakthrough in information technology in three decades. everythin
technology. so they want to connect with that fan on the mobile device. when you come in with your ticket, they know who you are. they can upsell and cross-sell you but also keep you loyal. it's your birthday, you get a free ice cream cone, your favorite player's kaepernick, you get a discount on the shirt. when you leave the game, somebody gives you a video message and says thanks for coming, jim. they've got the fan happy and loyal. what happens to san francisco? >> and they want them...
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224
Feb 5, 2013
02/13
by
CNBC
tv
eye 224
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built on the best technology to be invented or acquired. the business that this brilliant industrialist created, paid millions for acme packet. down on his financial luck, like acme dynamite. ellison is taking advantage of the pullback. oracle is paying 29.25 a share. the stock is down from 83, only down because of a few shortfalls, that don't matter at all, when it gives them a soup to nuts software it is brilliant. ellison is a buyer. this dell fellow. purchase the company for 35% of where the stock stood not long ago. it is down, 25, five years ago. michael del, taking advantage of the pullback. i heard michael del talk about how the company doesn't get credit for all the things he has. he has add customer software solutions, data skills, and the stock trades like, dude, you just bought a dell. they have an amazing business, schools, charities, these are different customers, then the ones not being catered to like it should. dell, the next generation, coming public. reconfiguring the entity of higher margin of proprietary business. dell
built on the best technology to be invented or acquired. the business that this brilliant industrialist created, paid millions for acme packet. down on his financial luck, like acme dynamite. ellison is taking advantage of the pullback. oracle is paying 29.25 a share. the stock is down from 83, only down because of a few shortfalls, that don't matter at all, when it gives them a soup to nuts software it is brilliant. ellison is a buyer. this dell fellow. purchase the company for 35% of where...